UNest

UNest

UNest offers custodial investment accounts for children, providing tax-advantaged savings with AI-powered investment advice.

Location: New York
Software Type: Web App

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Description

UNest is a web application designed to help parents save for their children's future through custodial investment accounts. With a focus on tax-advantaged growth, UNest allows users to set up accounts in less than five minutes, making it easy to start investing for important milestones like college or a first car.

Key features of UNest include:

1. Investment Account for Kids: Set up custodial accounts to help save for future expenses.
2. Tax-Advantaged Growth: Benefit from the tax advantages associated with designated savings plans.
3. Fast and Easy Setup: Account creation takes less than five minutes, simplifying the onboarding process.
4. Identity Protection & Life Insurance: Membership includes features for identity protection and access to life insurance.
5. Rewards Program: Earn rewards from over 100 brands by contributing to your children's accounts, increasing overall investment potential.
6. AI-Powered Personalization: Utilize AI to receive tailored investment advice and automated savings solutions.
7. Educational Resources: Access tools and tips to improve financial literacy and planning.

With these features, UNest empowers families to secure their financial future while providing educational resources to make informed investment decisions.

Features

Investment Account for Kids

Custodial investment accounts to help parents save for their children's future.

Tax-Advantaged Growth

Designed to offer tax benefits for families saving toward future expenses.

Fast and Easy Setup

Create an account in less than 5 minutes for quick access to savings.

Identity Protection & Life Insurance

Membership includes identity protection services and term life insurance options.

Rewards Program

Earn rewards by adding funds to children's accounts from top brand partnerships.

AI-Powered Personalization

Receive tailored investment advice and automated savings based on family goals.

Educational Resources

Access financial tools and tips for better investment management.

Tags

investmentsavingsfinancial literacychildren's educationcustodial accounts

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support